Core Viewpoint - Goodyear Tire & Rubber Co. has shown significant stock performance in 2025, with a 28% increase, despite challenges from past debt and mixed earnings results [1][2][4]. Financial Performance - Goodyear's Q1 2025 earnings reported a negative earnings per share of $0.04, which was better than the forecast of negative $0.06, but revenue of $4.25 billion fell short of expectations of $4.51 billion [4]. - The company is still down over 5% in the last 12 months, indicating ongoing struggles despite recent stock gains [2]. Analyst Ratings and Price Targets - JPMorgan Chase & Co. has reiterated an Overweight rating on Goodyear with a price target of $17, which is 46% above the stock's closing price on May 28 [5]. - The consensus price target is $14, indicating a potential upside of 21.21% from the current price of $11.55 [8]. Strategic Initiatives - Goodyear's "Going Forward" plan aims for $1.5 billion in savings, margin growth, and debt reduction, and is reportedly ahead of schedule [6]. - The company has raised nearly $1.4 billion in cash through the divestment of two major assets in 2025, including the sale of its Dunlop assets and a majority stake in Goodyear Chemicals [7]. Competitive Position - Goodyear is insulated from tariffs, with only 12% of its U.S. tire supply coming from non-USMCA countries, providing a competitive advantage [9]. - The company has pricing power due to the lack of tariff burdens, which could enhance market share [10]. Investment Perspective - Owning Goodyear stock in 2025 is viewed as a growth opportunity, especially for contrarian investors looking for undervalued stocks [11].

Group 1: Analyst Ratings and Market Sentiment - Wall Street analysts have "Buy" ratings on 388 stocks in the S&P 500, representing over 76% of the index, indicating a general optimism among analysts [1] - The prevalence of "Buy" ratings means that any upgrades are limited, as most stocks are already rated highly, while "Holds" and "Sells" present potential for improvement [2] - The article suggests that contrarian investors should consider stocks with lower ratings, as they may present better buying opportunities [2] Group 2: National Storage Affiliates Trust (NSA) - NSA is a self-storage REIT with 1,075 properties across 41 states and Puerto Rico, known for being recession-resistant [3][4] - Despite a historical competence in operations, NSA faces a bearish consensus with only one "Buy" rating against 10 "Holds" and four "Sells" [6] - NSA's dividend yield is over 6%, but its payout is tight at 97% of its 2025 FFO estimates, and the stock trades at approximately 15 times those estimates [6][7] Group 3: CNA Financial (CNA) - CNA is a major commercial property and casualty insurer in the U.S., with 90% ownership by conglomerate Loews [8] - The company pays a regular dividend of 46 cents per share, yielding 3.9%, along with a special dividend that has been consistent for the past decade [9][11] - CNA has a bearish consensus rating, but only one analyst covers it, indicating a lack of interest from analysts [12][13] Group 4: Cricut (CRCT) - Cricut is known for its crafting machines and software, and it has recently initiated a special dividend of 40 cents per share and a regular semiannual dividend of 10 cents [14][15] - Despite the dividend announcements, Cricut's revenues have declined by 7% in 2024, and profits are expected to decrease in the coming years [17][18] - The stock currently has three "Sell" calls and one "Hold," reflecting negative sentiment among analysts [18] Group 5: Goldman Sachs BDC (GSBD) - GSBD is a business development company targeting firms with annual EBITDA between $5 million and $75 million, primarily dealing in debt [19][20] - The company has faced challenges, including a nearly 30% cut to its regular dividend due to high non-accruals and declining net investment income [22][23] - Despite these issues, GSBD offers a high yield of 16.5% based on promised dividends for 2025, trading at a 17% discount to NAV [24]

The group is designed for investors seeking to capitalize on growth stocks with robust fundamentals, buying momentum, and turnaround plays at highly attractive valuations. He tends to avoid overhyped and overvalued stocks while capitalizing on battered stocks with significant upside recovery possibilities. He runs the investing group Ultimate Growth Investing which specializes in identifying high-potential opportunities across various sectors. He focuses on ideas that has strong growth potential and well-be ...

Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors with a focus on strong growth potential and contrarian plays [3] Investment Strategy - The strategy combines sharp price action analysis with fundamental investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook typically spans 18 to 24 months for the thesis to materialize, aiming for robust fundamentals and attractive valuations [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and turnaround plays [3]

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Sometimes, I just feel lucky. As a contrarian investor with a long-term horizon, I'm just enjoying investing right now. Because Mr. Market seems to be losing his mind.I'm Luuk Wierenga, an economics teacher from the Netherlands with a strong focus on income investing. My investment journey began during COVID-19, and since then, I've specialized in identifying high-yield Real Estate Investment Trusts (REITS) that provide stable passive income and/or a possible mean reversion. As an educator, I apply fundamen ...

Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors with a focus on strong growth potential and contrarian plays [3] Investment Strategy - The strategy combines sharp price action analysis with fundamental investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook is typically 18 to 24 months for the thesis to materialize, aiming for robust fundamentals and attractive valuations [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and turnaround plays [3]

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Group 1 - The article emphasizes the importance of identifying undervalued companies across different continents, focusing on value and income as critical components of a contrarian investing thesis [1] - A preference for shareholder-friendly management teams is highlighted, indicating that management quality is a significant factor in investment decisions [1] - The author has over 15 years of experience researching the US and European markets, suggesting a deep understanding of these regions [1] Group 2 - The article does not provide any specific stock recommendations or investment advice, maintaining a neutral stance on the suitability of investments for particular investors [2][3] - There is a clear disclosure that the author has no current positions in any mentioned companies, reinforcing the independence of the analysis [2]

Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors with a focus on strong growth potential and contrarian plays [3] Investment Strategy - The strategy combines sharp price action analysis with fundamentals investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook is typically 18 to 24 months for the thesis to materialize, aiming for robust fundamentals and attractive valuations [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and turnaround plays [3]